HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GLOBANT S A |
3,336,764 | +213,049 | $673,693 |
| GLOB | 3,336,764 | +213,049 | $673,693 |
| HEALTHEQUITY INC |
7,409,080 | +569,249 | $604,803 |
| HQY | 7,409,080 | +569,249 | $604,803 |
| ENSIGN GROUP INC |
4,170,419 | -361,279 | $518,884 |
| ENSG | 4,170,419 | -361,279 | $518,884 |
| RBC BEARINGS INC |
1,787,938 | +28,749 | $483,369 |
| RBC | 1,787,938 | +28,749 | $483,369 |
| NOVA LTD |
2,623,774 | -500,063 | $465,405 |
| NVMI | 2,623,774 | -500,063 | $465,405 |
| PAYLOCITY HLDG CORP |
2,396,692 | +621,946 | $411,895 |
| PCTY | 2,396,692 | +621,946 | $411,895 |
| MEDPACE HLDGS INC |
974,415 | -211,766 | $393,810 |
| MEDP | 974,415 | -211,766 | $393,810 |
| VALVOLINE INC |
8,507,925 | +1,706,190 | $379,198 |
| VVV | 8,507,925 | +1,706,190 | $379,198 |
| BELLRING BRANDS INC |
5,982,261 | -533,231 | $353,133 |
| BRBR | 5,982,261 | -533,231 | $353,133 |
| FIVE BELOW INC |
1,876,053 | +37,797 | $340,278 |
| FIVE | 1,876,053 | +37,797 | $340,278 |
| GUIDEWIRE SOFTWARE INC |
2,874,758 | +115,600 | $335,513 |
| GWRE | 2,874,758 | +115,600 | $335,513 |
| KADANT INC |
962,799 | -101,615 | $315,894 |
| KAI | 962,799 | -101,615 | $315,894 |
| OLLIES BARGAIN OUTLET HLDGS |
3,917,575 | +156,095 | $311,721 |
| OLLI | 3,917,575 | +156,095 | $311,721 |
| FRESHPET INC |
2,630,187 | -144,166 | $304,733 |
| FRPT | 2,630,187 | -144,166 | $304,733 |
| BANK OZK LITTLE ROCK ARK |
6,483,029 | -480,432 | $294,718 |
| OZK | 6,483,029 | -480,432 | $294,718 |
| TREX CO INC |
2,950,940 | -1,065,319 | $294,356 |
| TREX | 2,950,940 | -1,065,319 | $294,356 |
| BALCHEM CORP |
1,881,814 | -28,595 | $291,587 |
| BCPC | 1,881,814 | -28,595 | $291,587 |
| CLEARWATER ANALYTICS HLDGS I |
16,391,308 | +4,304,286 | $289,962 |
| CWAN | 16,391,308 | +4,304,286 | $289,962 |
| PINNACLE FINL PARTNERS INC |
3,341,417 | +985,694 | $286,961 |
| PNFP | 3,341,417 | +985,694 | $286,961 |
| HAMILTON LANE INC |
2,506,994 | -165,706 | $282,689 |
| HLNE | 2,506,994 | -165,706 | $282,689 |
| FLOOR & DECOR HLDGS INC |
2,063,625 | -470,328 | $267,487 |
| FND | 2,063,625 | -470,328 | $267,487 |
| INTRA CELLULAR THERAPIES INC |
3,854,747 | +227,439 | $266,748 |
| ITCI | 3,854,747 | +227,439 | $266,748 |
| NATIONAL STORAGE AFFILIATES |
6,563,468 | +1,108,176 | $257,025 |
| NSA | 6,563,468 | +1,108,176 | $257,025 |
| INNOSPEC INC |
1,972,110 | +22,094 | $254,284 |
| IOSP | 1,972,110 | +22,094 | $254,284 |
| CYBERARK SOFTWARE LTD |
937,485 | -904,444 | $249,024 |
| CYBR | 937,485 | -904,444 | $249,024 |
| COHEN & STEERS INC |
3,124,662 | +703,999 | $240,255 |
| CNS | 3,124,662 | +703,999 | $240,255 |
| INSPIRE MED SYS INC |
1,102,867 | +5,522 | $236,885 |
| INSP | 1,102,867 | +5,522 | $236,885 |
| SHIFT4 PMTS INC |
3,451,361 | +881,216 | $228,031 |
| FOUR | 3,451,361 | +881,216 | $228,031 |
| NU HLDGS LTD |
18,828,865 | -5,120,349 | $224,628 |
| NU | 18,828,865 | -5,120,349 | $224,628 |
| FIVE9 INC |
3,459,581 | +63,200 | $214,875 |
| FIVN | 3,459,581 | +63,200 | $214,875 |
| Q2 HLDGS INC |
4,078,877 | +398,871 | $214,386 |
| QTWO | 4,078,877 | +398,871 | $214,386 |
| POOL CORP |
525,004 | +45,953 | $211,839 |
| POOL | 525,004 | +45,953 | $211,839 |
| SAIA INC |
359,972 | -207,953 | $210,584 |
| SAIA | 359,972 | -207,953 | $210,584 |
| MERCADOLIBRE INC |
138,724 | -3,797 | $209,745 |
| MELI | 138,724 | -3,797 | $209,745 |
| BOOT BARN HLDGS INC |
2,131,689 | +649,021 | $202,830 |
| BOOT | 2,131,689 | +649,021 | $202,830 |
| FABRINET |
1,063,577 | -41,382 | $201,037 |
| FN | 1,063,577 | -41,382 | $201,037 |
| XPEL INC |
3,679,386 | +64,577 | $198,760 |
| XPEL | 3,679,386 | +64,577 | $198,760 |
| MOELIS & CO |
3,417,643 | +159,797 | $194,020 |
| MC | 3,417,643 | +159,797 | $194,020 |
| YETI HLDGS INC |
4,959,773 | -558,293 | $191,199 |
| YETI | 4,959,773 | -558,293 | $191,199 |
| HELIOS TECHNOLOGIES INC |
4,169,735 | +334,606 | $186,345 |
| HLIO | 4,169,735 | +334,606 | $186,345 |
| MORNINGSTAR INC |
562,099 | +28,164 | $173,334 |
| MORN | 562,099 | +28,164 | $173,334 |
| SITEONE LANDSCAPE SUPPLY INC |
986,602 | +319,071 | $172,211 |
| SITE | 986,602 | +319,071 | $172,211 |
| LGI HOMES INC |
1,460,245 | +131,467 | $169,929 |
| LGIH | 1,460,245 | +131,467 | $169,929 |
| NOVANTA INC |
958,774 | +37,238 | $167,565 |
| NOVT | 958,774 | +37,238 | $167,565 |
| ICF INTL INC |
1,087,342 | +488,215 | $163,786 |
| ICFI | 1,087,342 | +488,215 | $163,786 |
| MARKETAXESS HLDGS INC |
716,689 | +204,660 | $157,134 |
| MKTX | 716,689 | +204,660 | $157,134 |
| ICON PLC |
454,280 | -90,780 | $152,615 |
| ICLR | 454,280 | -90,780 | $152,615 |
| GOOSEHEAD INS INC |
2,101,847 | +308,312 | $140,025 |
| GSHD | 2,101,847 | +308,312 | $140,025 |
| CSW INDUSTRIALS INC |
586,360 | -4,766 | $137,560 |
| CSWI | 586,360 | -4,766 | $137,560 |
| ARHAUS INC |
8,792,207 | +5,233,776 | $135,312 |
| ARHS | 8,792,207 | +5,233,776 | $135,312 |
See Full List: All Stocks Held By Wasatch Advisors LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wasatch Advisors LP
|
Size ($ in 1000's)
At 03/31/2024: $19,121,609 At 12/31/2023: $18,155,373 Wasatch Advisors LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wasatch Advisors LP 13F filings. Link to 13F filings: SEC filings |
